FP
XOM icon

Fiduciary Planning’s ExxonMobil XOM Stock Holding History

Fiduciary Planning’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.21M Buy
7,464
+3
+0% +$469 0.31% 35
2026
Q2 		$1.02M Buy
7,461
+3
+0% +$449 0.27% 36
2026
Q1 		$1.27M Buy
7,458
+3
+0% +$438 0.38% 31
2025
Q4 		$897K Buy
7,455
+22
+0.3% +$2.55K 0.27% 39
2025
Q3 		$838K Buy
7,433
+758
+11% +$84.3K 0.26% 43
2025
Q2 		$720K Sell
6,675
-13
-0.2% -$1.39K 0.24% 44
2025
Q1 		$795K Buy
6,688
+1
+0% +$111 0.26% 42
2024
Q4 		$719K Sell
6,687
-151
-2% -$17.7K 0.23% 44
2024
Q3 		$802K Buy
6,838
+159
+2% +$18.4K 0.27% 37
2024
Q2 		$769K Buy
6,679
+4
+0.1% +$466 0.28% 37
2024
Q1 		$776K Buy
6,675
+4
+0.1% +$419 0.29% 33
2023
Q4 		$667K Hold
6,671
– – 0.28% 32
2023
Q3 		$784K Buy
6,671
+358
+6% +$39.3K 0.37% 40
2023
Q2 		$677K Hold
6,313
– – 0.31% 32
2023
Q1 		$692K Buy
6,313
+1
+0% +$111 0.33% 31
2022
Q4 		$696K Buy
6,312
+1
+0% +$107 0.34% 31
2022
Q3 		$551K Sell
6,311
-34
-0.5% -$3.1K 0.28% 29
2022
Q2 		$543K Sell
6,345
-12
-0.2% -$1.08K 0.27% 31
2022
Q1 		$525K Buy
6,357
+1
+0% +$78 0.29% 30
2021
Q4 		$389K Sell
6,356
-167
-3% -$10.4K 0.22% 41
2021
Q3 		$384K Buy
6,523
+178
+3% +$10.1K 0.2% 53
2021
Q2 		$400K Sell
6,345
-2
-0% -$119 0.35% 53
2021
Q1 		$354K Buy
6,347
+1
+0% +$52 0.53% 32
2020
Q4 		$262K Sell
6,346
-13,998
-69% -$525K 0.37% 47
2020
Q3 		$698K Buy
20,344
+4,066
+25% +$166K 1.15% 30
2020
Q2 		$685K Buy
+16,278
New +$730K 1.51% 27
2020
Q1 		– Sell
-3,369
Closed -$218K – 77
2019
Q4 		$218K Buy
+3,369
New +$233K 0.2% 57

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fiduciary Planning's XOM Position: Q3 2026 in Review

Fiduciary Planning increased its ExxonMobil (XOM) stake by 0.04% in Q3 2026, buying an estimated $469 and bringing the position to 7,464 shares worth $1.21M. The position accounts for 0.31% of the portfolio, ranked #35.

Fiduciary Planning first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.27M in Q1 2026. 2,410 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Fiduciary Planning held 7,464 shares of ExxonMobil worth $1.21M as of Q3 2026.
  • Fiduciary Planning bought 3 ExxonMobil shares in Q3 2026, an estimated $469.
  • ExxonMobil made up 0.31% of Fiduciary Planning's portfolio in Q3 2026, its #35 holding.
  • Fiduciary Planning first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Fiduciary Planning's ExxonMobil position peaked at $1.27M in Q1 2026.
  • 2,410 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.